True North Advisors, LLC
True North Advisors, LLC (CRD# 116048) is a financial advisory firm headquartered in Dallas, TX. They manage $3,341,152,592 in 3,808 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management3,341MILLION
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Total Number of Accounts3,808ACCOUNTS
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Average Account Value$877,404
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, KS, LA, MO, NH, TX, VA
Jamie Scott (CRD# 6690658) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 7 years of experience in the finance industry.
Tara Scottino (CRD# 4146737) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 23 years of experience in the finance industry.
Scott Wood (CRD# 2114641) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 32 years of experience in the finance industry.
Christopher Conlan (CRD# 4979475) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 11 years of experience in the finance industry.
Kellie Crewse (CRD# 5736497) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 14 years of experience in the finance industry.
Zachary Kuhlman (CRD# 5773766) is an Investment Advisor Representative working at True North Advisors, LLC in Fort Worth, TX and has over 13 years of experience in the finance industry.
Joseph Morrison (CRD# 7825398) is an Investment Advisor Representative working at True North Advisors, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.
Matt Peden (CRD# 1963156) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 30 years of experience in the finance industry.